WISDOMTREE TR

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SHAG·97717Y808·US·ETF·Unknown - Unknown

SHAG (WISDOMTREE TR) is held by 16 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($6.4M), LPL Financial LLC ($3.6M), Private Advisor Group, LLC ($3.1M). Net institutional sentiment: Mixed.

16

Holders

$24.1M

Total Value

60% (15)

Consensus

9 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)74

Activist (13D/13G)30

Congressional (STOCK Act)52

Holder Quality

14

★★★★★

Elite

32

★★★★

Strong

22

★★★

Solid

60

★★

Below

65

★

Weak

Held by 16 funds

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SHAG.

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	136,039(+6.4%)	$6.4M	0.0%	+3.75%	29
LPL Financial LLC	Decreased	76,854(-5.7%)	$3.6M	0.0%	+10.35%	0
Private Advisor Group, LLC	Decreased	64,570(-24.6%)	$3.1M	0.0%	+6.80%	0
CITADEL ADVISORS LLC	Increased	62,385(+53.0%)	$3M	0.0%	+2.92%	37
JANE STREET GROUP, LLC	Increased	53,913(+76.2%)	$2.6M	0.0%	+3.40%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	42,562(+17.8%)	$2M	0.0%	+1.63%	30
OSAIC HOLDINGS, INC.	Increased	26,115(+17.1%)	$1.2M	0.0%	+1.15%	29
Kestra Advisory Services, LLC	Decreased	18,671(-7.3%)	$883,543	0.0%	+13.80%	0
ROYAL BANK OF CANADA	Increased	13,127(+279.1%)	$621,000	0.0%	+0.77%	39
Bank of New York Mellon Corp	Decreased	6,795(-7.4%)	$321,554	0.0%	+12.96%	0
MORGAN STANLEY	Decreased	4,949(-30.0%)	$234,206	0.0%	+8.63%	0
JPMORGAN CHASE & CO	Increased	1,015(+2.4%)	$48,086	0.0%	+4.18%	14
MGMERCER GLOBAL ADVISORS INC /ADV	New	1,015	$48,033	0.0%	+0.06%	28
FRANKLIN RESOURCES INC	Unchanged	800	$37,859	0.0%	+6.31%	0
IWIntegrated Wealth Concepts LLC	New	273	$12,921	0.0%	+0.06%	24
WELLS FARGO & COMPANY/MN	Unchanged	1	$34	0.0%	+11.53%	0
UBS Group AG	Exited	0(-100.0%)	$6,899	0.0%	+2.37%	0

SHAGWISDOMTREE TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer